🏢 Governance Hub

Practical Tools to Help You Run and Regulate Your Business In this section, you’ll find a collection of useful resources and templates to support the day-to-day governance of your organisation. These tools are designed to help you stay compliant, organised, and efficient.

🗂️ What’s Included:

📝 Service Meeting Templates – including agendas and minute sheets

📊 Audit Tools – covering quality, compliance, health & safety, and more

👩‍💼 Staff Forms – supervision templates, training logs, appraisals

🧾 Service User & Customer Forms – consent, feedback, initial assessments

📄 ISO Certification Resources – self-assessment manuals and guidance

🛠️ Customisable & Cloneable These templates are examples only – they are fully editable and can be: Cloned into your own CRM system or digital platform Customised to reflect your service type, values, and workflow Shared across teams to standardise governance and record-keeping

📌 Remember: Good governance starts with the right tools. Use these examples as a foundation to build a system that reflects your values and meets regulatory expectations.

Need help customising your governance toolkit?

Service Meeting Templates – Including Agendas and Minute Sheets Aim: Our service meeting templates are designed to support strong governance, leadership, and accountability in line with CQC and Ofsted expectations. Regular, well-documented meetings are a key part of demonstrating that your service is well-led, responsive, and continually improving.

Each template includes a structured agenda, clearly aligned with regulatory themes such as:

👉Quality of care and safety

👉Staff performance and training

👉Risk management and

👉safeguarding

👉Service user feedback and outcomes

👉Continuous improvement planning

We've also developed a Standard Operating Procedure (SOP) for each type of meeting to help you:

👉Ensure consistency and purpose

👉Involve the right team members

👉Record actions and monitor follow-ups

👉Provide clear evidence of effective governance during inspections

These resources are editable and adaptable, helping you manage your service efficiently while showing outstanding leadership and oversight.

👉 Click here to find out more and access the templates.

📊 Audit Tools – Supporting Quality, Compliance, Health & Safety Aim: Our audit tools are designed to help you maintain high standards across your organisation and demonstrate compliance with regulatory bodies such as CQC and Ofsted. Regular audits are a critical part of any well-led service.

They provide clear evidence that your organisation is monitoring performance, identifying risks, and taking action to improve.

Our audit templates and digital forms cover:

✅ Quality of care and service user outcomes

✅ Health & safety and risk management

✅ Safeguarding and incident reporting

✅ Staff supervision and training compliance

✅ Environment, infection control, and fire safety

✅ Regulation 17 (CQC) – Good governance

📋 CQC & Ofsted Expectations Under both CQC and Ofsted frameworks, providers are expected to: Have systems in place to assess, monitor, and improve the quality and safety of services Keep accurate, timely records of audits and any actions taken Involve staff and service users in reviewing and shaping improvements Demonstrate reflective practice and learning from incidents Be inspection-ready at any time Our tools help you meet these expectations with confidence, providing structured templates and guidance that reduce paperwork while ensuring your evidence is inspection-ready.

💡 Tip: Our audit forms are fully editable and can be cloned into your digital system or CRM. This means you can complete audits on your tablet, assign actions to your team, and store everything securely—paper-free and trackable.

👉 Click here to access audit templates and digital versions.

👩‍💼 Staff Forms – Supervision Templates, Training Logs, and Appraisals Aim: Our staff forms are designed to help you maintain robust workforce oversight, support continuous professional development, and meet key requirements under CQC, Ofsted, and Skills for Care frameworks. Effective staff supervision and performance monitoring are essential to running a safe, well-led, and responsive service. Our templates ensure that you have the tools to track, record, and evidence your responsibilities as an employer or service manager.

🧾 Included Templates:

✅Supervision and 1:1 Meeting Forms – Reflective, goal-oriented, and role-specific

✅Training Logs – Up-to-date records of mandatory and specialist training with expiry tracking

✅Appraisal Templates – Annual or biannual reviews aligned to roles, values, and development goals

✅Induction Checklists – To evidence new starter onboarding and policy familiarisation

✅Capability and Conduct Logs – For consistent management of performance concerns

✅Wellbeing Check-Ins – To support a healthy and positive working environment

📋 Why These Forms Matter

✅ Show leadership and development (CQC KLOE: Well-led, Effective)

✅ Evidence professional supervision and CPD

✅ Support inspection readiness (Ofsted/Local Authority audits)

✅ Promote fairness, consistency, and reflection across your team

✅ Meet your duty of care and HR best practices

💡 Flexible & Editable All forms are downloadable and can be: Cloned into your CRM or digital HR system Customised with your logo, service type, and branding Used as part of wider governance and quality assurance

👉 Click here to view and download staff form templates.

🧾 Service User & Customer Forms – Consent, Feedback & Initial Assessments Aim: Our service user and customer form templates are designed to support person-centred care, data protection compliance, and clear documentation throughout the customer journey. These tools help ensure that your organisation meets the expectations of CQC, Ofsted, and GDPR requirements.

From the first point of contact through to ongoing care and feedback, these forms provide a structured approach to gathering and recording vital information while respecting dignity, choice, and consent.

📋 Included Templates:

✅Service User Feedback Form

✅Compliments and Complaints Form

✅Satisfaction Survey (Quarterly / Annual)

✅“You Said, We Did” Poster Template

✅Suggestion Box Slip

✅Safeguarding Reporting

✅Co-production Meeting Template

✅Exit Interview Form

🛡️ Why These Forms Matter

✅ Demonstrate informed consent and transparency in your service

✅ Show evidence of user voice, rights, and feedback being heard

✅ Meet the CQC Key Lines of Enquiry around responsiveness, person-centred care, and engagement

✅ Promote trust, communication, and relationship-based care

✅ Help identify and respond to changing needs

🔧 Editable & CRM-Friendly All templates are: Fully editable to suit your service Cloneable into digital platforms or care management systems Designed to save time, improve accuracy, and support compliance

👉 Click here to view and download service user & customer form templates.

🏆 ISO Certification Resources Guidance, Templates, and Tools for Self-Certification Aim: Our ISO Certification Resources provide you with all the tools and guidance you need to align your organisation with international best practices.

These resources are designed to support self-certification to three key ISO frameworks, helping you demonstrate quality, safety, and environmental responsibility.

📚 Available Resources:

✅ ISO 9001:2015 – Quality Management Templates and manuals to demonstrate consistent service delivery, customer focus, and continuous improvement.

✅ ISO 14001:2015 – Environmental Management Guidance to help you reduce your environmental impact, manage waste, and comply with environmental legislation.

✅ ISO 45001:2018 – Occupational Health & Safety Management Tools to support health & safety leadership, risk assessment, staff wellbeing, and incident prevention.

🔧 What’s Included: Step-by-step self-certification guides Editable Quality Management Manuals Online training modules (approx. 60 mins each) Templates for audits, SOPs, and policies Assessment & feedback from our internal QA team 3-year BrightPath ISO-aligned certificate (subject to review and agreement)

🟣 Why Use These Resources? Save thousands in consultancy and audit fees Show your commitment to recognised standards Strengthen your evidence for CQC, Ofsted, and funders Build a culture of accountability and best practice Promote your business with confidence and credibility

👉 Click here to explore ISO self-certification packs and get started.